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Headlines · 2

1. 7h
   SemiAnalysis forecasts 50GW+ data center capacity additions in 2027

   SemiAnalysis published an analysis projecting that global data center capacity additions will accelerate sharply in 2027 to more than 50GW, with over 24GW across 40 campuses already in advanced construction and slated for delivery that year. A Techmeme summary of the report also cites 60GW under construction and $1.3 trillion in lease contracts signed year to date. SemiAnalysis says its proprietary model tracks leading indicators such as self-build construction starts and leasing, while Altimeter's Brad Gerstner has publicly disputed the forecast as too aggressive, estimating roughly 25GW would be built.

   SemiAnalysis · 🔥 19
2. Oct 12
   Indonesia AI data center hit by water review and protests

   West Java has suspended construction of BDx Data Centers' planned 640MW AI campus (AI Campus 2 / CGK4) while authorities review its water needs; the environmental impact assessment (AMDAL) and building permit (PBG) have not been issued. The Institute for Essential Services Reform estimates the six-building campus could need roughly 384 liters per second (about 33,000 cubic meters a day) at full scale, while an environmental review discussion cited an operational requirement of only 27 liters per second — the two figures appear to concern different supply arrangements or stages, which officials have not clarified. Separately, hundreds of residents on Batam protested outside Nongsa Digital Park on October 5, saying their homes have had no running water for months; BP Batam denies diverting household water to data centers, blames a long dry spell and has told operators to switch to desalinated seawater. BDx still targets early 2027 for its first contracted phase, subject to approvals.

   TechRepublic · 🔥 0

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